Sheets Smith Wealth Management’s Bloom Energy BE Stock Holding History

Sheets Smith Wealth Management’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	4,440 -5	-0.1%	-$1.28K	0.13%	155
2026 Q1	$602K	Buy	+4,445	New	+$652K	0.07%	257
2021 Q1	–	Sell	-19,510	Closed	-$559K	–	333
2020 Q4	$559K	Sell	19,510 -4,135	-17%	-$88.3K	0.08%	189
2020 Q3	$425K	Sell	23,645 -7,805	-25%	-$116K	0.07%	203
2020 Q2	$342K	Sell	31,450 -2,665	-8%	-$20.8K	0.07%	191
2020 Q1	$178K	Buy	34,115 +1,698	+5%	+$14.4K	0.04%	263
2019 Q4	$242K	Buy	32,417 +14,674	+83%	+$71.1K	0.05%	294
2019 Q3	$58K	Sell	17,743 -112	-0.6%	-$838	0.01%	291
2019 Q2	$219K	Buy	+17,855	New	+$219K	0.05%	300

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Sheets Smith Wealth Management's BE Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Bloom Energy (BE) stake by 0.11% in Q2 2026, selling an estimated $1.28K and leaving 4,440 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #155.

Sheets Smith Wealth Management first reported a position in BE in Q2 2019 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Sheets Smith Wealth Management held 4,440 shares of Bloom Energy worth $1.34M as of Q2 2026.
Sheets Smith Wealth Management sold 5 Bloom Energy shares in Q2 2026, an estimated $1.28K.
Bloom Energy made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #155 holding.
Sheets Smith Wealth Management first reported a position in Bloom Energy in Q2 2019 and has held it in 9 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.